Financial Planning services include
Tax services include
*Services can be provided in-home or off site
Downey Advisors, LLC provides individualized service to clients to meet their tax, financial planning and general financial needs. We bring over 20 years of experience working with high net-worth individuals, trusts, estates and small businesses. Our experience working with a variety of unique clients allows us to tailor our services to a client's specific needs and help implement solutions efficiently.
Prior to forming Downey Advisors, LLC, Amy spent 15 years as Executive Director of Gen-M, Inc. a multi-generational, full-service family office. She served as the family's primary advisor in all aspects of their financial lives. Amy started her career at Ernst & Young working in personal financial planning and tax consulting.
Amy graduated summa cum laude from Rice University in 1993 with a BA in economics and managerial studies. She graduated from the Jesse H. Jones School of Business at Rice University in 1994 with a Master of Accounting. She was a member of the charter class of the Illinois Math and Science Academy. Amy enjoys running, reading, playing volleyball and spending time with her husband and 2 young daughters.
Prior to joining Downey Advisors, LLC Tracy worked with Amy at Gen-M, Inc. She assisted with all aspects of managing the office, including tax return preparation, account reconciliation, spreadsheet modeling and assisting clients with specific projects.
Tracy has extensive experience assisting elderly clients with bill pay, reconciling and organizing monthly statements, keeping their financial lives organized and facilitating communication with outside advisors. Tracy also assists clients in navigating the digital world of smartphones, online banking and e-mail. Tracy studied liberal arts and nutrition in college and enjoys running, biking and playing the guitar in her free time.